Cody
Butery
Fidelity Personal And Workplace Advisors
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About this Advisor
Cody Butery is a financial advisor who works in Tempe, Arizona with 2 years of relevant experience. Butery works at Fidelity Personal And Workplace Advisors. Over the course of their career, they have held roles at Td Ameritrade, Firebirds Woodfired Grill, Kitaro Bistro Of Japan, The Tap and Fidelity Investments. Butery maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to serve investors in Arizona, Texas and Utah. Fidelity Personal And Workplace Advisors is a business that has its headquarters in Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 financial advisors. It has $653 billion in total assets across its 1,712,247 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. Fee types billed by Fidelity Personal And Workplace Advisors may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Cody Butery Work History
Cody has been registered as a financial advisor for 2 years.*
Fidelity Investments
Td Ameritrade
Firebirds Woodfired Grill
The Tap
Kitaro Bistro Of Japan
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cody Butery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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